PJ Horan began his career in financial services directly out of college in 2007 as a Financial Associate. He was very diligent in building his practice while also expanding and improving his professional skills. He slowly and carefully built a client base as he studied and learned from his Senior Partner. He is both FINRA security registered and an investment advisor rep certified with the SEC to help his clients by expanding his suite of products and services.
As the firm transitioned leadership in 2012, PJ took a role as a Managing Associate to help with recruiting and training the next generation of Associates. In 2014, he became a Senior Partner of the firm with the opportunity to establish his own individual team of associates. Along with studying for the CFP designation, he currently has 14 Financial Associates on his team,
PJ is also very active in the community by donating Thanksgiving dinners to his local church every year, and organizing food drives each November to stock local food banks. He helped coach Varsity Basketball at Poolesville High School and is a coach for his son’s T-Ball team. He is a member of the Knights of Columbus in Bethesda. And he is the founder and director of a Memorial Fund for his late father, who passed away from lung cancer in 2014. He, along with family and friends, work every year to raise money for cancer research at Johns Hopkins Hospital. In the 18 months since the charity was founded, they have raised over $15,000. He is Co-Chair of the Gaithersburg-Germantown Chamber’s Young Professional Group & serves on the planning committee, and was recently awarded the 2015 Young Professional of the year.
PJ and his wife Katie have two young boys; Johnny, 4, and Christopher, 3, and recently welcomed a baby girl, Hallie, in Spring of 2016. Despite his many philanthropic activities in the community, PJ makes sure there is time for family. He enjoys playing Golf and Baseball with both of his sons in their backyard at their home in Poolesville, MD. PJ is an avid golfer and perennial Terps fan.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies